Feedback from Taiwan Corporate Day and Computex

This report summarizes findings from Goldman Sachs' Taiwan Corporate Day and Computex 2026, highlighting a strategic upgrade of Taiwan to Overweight due to its dominant role in the AI hardware supply chain.

Key Takeaways

• 1.Investor hype remains high due to accelerating AI demand and persistent supply constraints in memory, MLCC, and substrates.
• 2.The market is shifting toward multi-architecture platforms, diversifying from sole NVIDIA reliance to include AMD and Intel ecosystem customization.
• 3.Liquid cooling is becoming a primary focus, moving to rack-level integration with expected ASP increases due to rising chip complexity.

Table of Contents

• Sentiment check for each theme...
• Taiwan to OW...
• Trade Recommendation
• Research takeaways
• Booth tours
• Additional Disclaimers
• Legal Entities Disseminating this Material

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